See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,128 | $77,145-53.2% | $108,410-66.7% | $85,850-57.9% |
| Participation rate | 62.1% | 74.7%-12.6pp | 80.1%-18.1pp | 69.3%-7.2pp |
| Annual return | 16.77% | 44.54%-27.8pp | 905.27%-888.5pp | 318.53%-301.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,014 | $5,566-27.9% | $6,563-38.8% | $3,952+1.6% |
| Admin fee / account holder | $6,548 | $5,172+26.6% | $7,295-10.2% | $6,260+4.6% |